FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 175 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,645 | -4.5% | 2,050 | -12.3% | 0.04% | -9.8% |
| Q1 2023 | $217,528 | -5.5% | 2,338 | -7.1% | 0.04% | -19.6% |
| Q4 2022 | $230,196 | -28.3% | 2,518 | -32.9% | 0.05% | -34.6% |
| Q3 2022 | $321,000 | -7.8% | 3,754 | -5.0% | 0.08% | -4.9% |
| Q2 2022 | $348,000 | -42.9% | 3,952 | -30.7% | 0.08% | -30.5% |
| Q1 2022 | $609,000 | -11.9% | 5,703 | -0.7% | 0.12% | +0.9% |
| Q4 2021 | $691,000 | +8.1% | 5,743 | -0.1% | 0.12% | +0.9% |
| Q3 2021 | $639,000 | +54.0% | 5,750 | +52.1% | 0.12% | +52.6% |
| Q2 2021 | $415,000 | +17.2% | 3,780 | +4.4% | 0.08% | +8.6% |
| Q1 2021 | $354,000 | +7.3% | 3,622 | +6.2% | 0.07% | -4.1% |
| Q4 2020 | $330,000 | +16.6% | 3,412 | +1.1% | 0.07% | -2.7% |
| Q3 2020 | $283,000 | -2.7% | 3,374 | -11.3% | 0.08% | -11.8% |
| Q2 2020 | $291,000 | +29.9% | 3,804 | +1.8% | 0.08% | +6.2% |
| Q1 2020 | $224,000 | -38.1% | 3,737 | -24.7% | 0.08% | -28.6% |
| Q4 2019 | $362,000 | – | 4,962 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 58,745 | $5,858,000 | 2.94% |
| HFG Advisors, Inc. | 18,729 | $1,998,000 | 2.28% |
| GeoWealth Management, LLC | 154,519 | $16,487,000 | 1.45% |
| Horizon Family Wealth, Inc. | 11,825 | $1,262,000 | 1.25% |
| S.C. Financial Services, Inc. | 7,036 | $751,000 | 0.96% |
| SignalPoint Asset Management, LLC | 26,492 | $2,827,000 | 0.90% |
| Stonebridge Financial Planning Group, LLC | 13,730 | $1,465,000 | 0.82% |
| ETFIDEA, LLC | 16,864 | $1,799,389 | 0.78% |
| BKA Wealth Consulting, Inc. | 4,357 | $465,000 | 0.70% |
| Ignite Planners, LLC | 9,702 | $966,000 | 0.65% |